We Provide More Choices for the Independent Investor
At Falcon Financial you'll find the highest level of personal, comprehensive portfolio management. Our wealth management expertise includes guiding our clients into traditional equity and fixed-income portfolio strategies, as well as working with unique direct participation programs and private placements that provide non-market correlated returns. 

It has been our experience that most people are unfamiliar with the vast array of investment choices.  While stocks, bonds, mutual funds, and CD’s play a part in most portfolios, there is a much larger world awaiting the prudent investor. Knowledge is key, and our numerous contacts and associates in the investment world allow us to present a wide array of successful portfolio strategies. Now may be the perfect time for you to consider a true Independent Investment Advisor.

Direct Participation Programs - Private Placements
Real Estate Investment Trusts
Separately Managed Accounts
Professionally Managed Accounts
Traded and Non-Traded Investments
Charitable Remainder Trusts - Trust Management - Estate Planning
IRA's - 401k - Retirement Plan Management
Stocks - Bonds - Municipal Bonds - Corporate Paper
Bank and other CDs - U.S. Treasuries - Mutual Funds

Successful wealth management is your key to financial security in uncertain economic times. Contact Falcon Financial to discover what you may be missing. Alternative investments require minimum suitability requirements and you should read your prospectus carefully before investing.
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